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← WASHINGTON BAKERS RETIREE WELFARE TRUST

Form 990 for tax year 2023

Filed by WASHINGTON BAKERS RETIREE WELFARE TRUST.

Totals

Total revenue
$720,898
Total expenses
$395,773
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$643,823
Investment income
$77,075
Other revenue
$0
Total assets, end of year
$4,421,763
Total liabilities, end of year
$32,312
Net assets or fund balances, end of year
$4,389,451
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: EMPLOYER CONTRIBUTIONS

    total $617,974 · related or exempt $617,974

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $25,849 · related or exempt $25,849

  • 3 · Investment income

    total $66,731 · excluded $66,731

  • 7a · Gross sales of assets other than inventory

    securities $4,471,409

  • 7b · Less cost or other basis and sales expenses

    securities $4,461,065

  • 7c · Gain or loss

    securities $10,344

  • 7d · Net gain or loss

    total $10,344 · excluded $10,344

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $294,211

  • 11a · Fees: management

    total $24,138

  • 11b · Fees: legal

    total $3,600

  • 11c · Fees: accounting

    total $17,363

  • 11f · Fees: investment management

    total $23,936

  • 11g · Fees: other

    total $14,799

  • 13 · Office expenses

    total $3,669

  • 19 · Conferences, conventions and meetings

    total $8,128

  • 23 · Insurance

    total $5,929

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $475,110 · end of year $446,748

  • 2 · Savings and temporary cash investments

    beginning of year $170,699 · end of year $60,770

  • 4 · Accounts receivable

    beginning of year $82,358 · end of year $102,901

  • 9 · Prepaid expenses and deferred charges

    beginning of year $8,089 · end of year $8,099

  • 11 · Investments: publicly traded securities

    beginning of year $3,239,750 · end of year $3,803,245

  • 17 · Accounts payable and accrued expenses

    beginning of year $17,639 · end of year $17,312

  • 25 · Other liabilities

    beginning of year $10,500 · end of year $15,000

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $3,947,867 · end of year $4,389,451

Mission and programs · 2023

Mission

TO PROVIDE DENTAL AND PRESCRIPTION DRUG BENEFITS TO QUALIFIED PARTICIPANTS AS SPECIFIED IN THE PLAN.

  • TO PROVIDE DENTAL AND PRESCRIPTION DRUG BENEFITS TO QUALIFIED PARTICIPANTS AS SPECIFIED IN THE PLAN.

As filed on the 2023 return.

Listed in Part VII

  • Cheryl Stone

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Bijan Jalili

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • Jerry D'Ambrosio

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Steven Peters

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • THE MARKETS LLC

    CONTRIBUTING EMPLOYER

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • UNITED STATES BAKERY INC DBA FRANZ FAMILY BAKERIES

    CONTRIBUTING EMPLOYER

  • QFC INC

    CONTRIBUTING EMPLOYER

  • SAFEWAY INC

    CONTRIBUTING EMPLOYER

  • ROSAUERS SUPERMARKETS INC

    CONTRIBUTING EMPLOYER

  • ALBERTSONS COMPANIES INC

    CONTRIBUTING EMPLOYER

Provenance

Return type
form_990
Tax year
2023
Filed
5 May 2025
IRS schema version
2023v6.0
Source object
202541269349302544

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